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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,213 | $72,071-98.3% | $68,368-98.2% | $137,256-99.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.47% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $228 | $2,788-91.8% | $2,649-91.4% | $4,156-94.5% |
| Participant deferral / active EE | $683 | $4,410-84.5% | $4,123-83.4% | $6,407-89.3% |
| Admin fee / account holder | $578 | $5,336-89.2% | $5,150-88.8% | $12,270-95.3% |